William Blair & Company’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

William Blair & Company’s Portfolio XMLV Stock Details XMLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.6K	Sell	175 -30	-15%	-$1.95K	﹤0.01%	1901
2026 Q1	$12.9K	Sell	205 -15	-7%	-$970	﹤0.01%	1818
2025 Q4	$13.7K	Sell	220 -1,165	-84%	-$73.2K	﹤0.01%	1761
2025 Q3	$88K	Sell	1,385 -10	-0.7%	-$627	﹤0.01%	1573
2025 Q2	$86K	Sell	1,395 -85	-6%	-$5.16K	﹤0.01%	1535
2025 Q1	$91.4K	Sell	1,480 -930	-39%	-$57.1K	﹤0.01%	1506
2024 Q4	$147K	Sell	2,410 -440	-15%	-$27.5K	﹤0.01%	1488
2024 Q3	$174K	Buy	+2,850	New	+$166K	﹤0.01%	1467
2023 Q2	–	Sell	-450	Closed	-$23.6K	–	1875
2023 Q1	$23.6K	Buy	+450	New	+$24.4K	﹤0.01%	1674
2020 Q2	–	Sell	-100	Closed	-$4K	–	1758
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	1605
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	1673
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	1645
2019 Q2	$5K	Buy	+100	New	+$5.07K	﹤0.01%	1683

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

William Blair & Company's XMLV Position: Q2 2026 in Review

William Blair & Company reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 15% in Q2 2026, selling an estimated $1.95K and leaving 175 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

William Blair & Company first reported a position in XMLV in Q2 2019 and has held it in 13 quarters since. The position peaked at $174K in Q3 2024. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

William Blair & Company held 175 shares of Invesco S&P MidCap Low Volatility ETF worth $11.6K as of Q2 2026.
William Blair & Company sold 30 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $1.95K.
Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1901 holding.
William Blair & Company first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2019 and has held it in 13 quarters since.
William Blair & Company's Invesco S&P MidCap Low Volatility ETF position peaked at $174K in Q3 2024.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.